Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatriz? Claim Your ProfileBeatriz Roa beaurang is a financial professional registered with Ernst & Young Capital Advisors, LLC. Beatriz holds the Series 79TO and SIE exams and has been in the industry since March 2023. Beatriz has worked with AlanTRA, LLC, in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
06/12/2024 - Present
Ernst & Young Capital Advisors, LLC (SAN FRANCISCO CA)
CA
05/05/2023 - 02/27/2024
ALANTRA, LLC (San Francisco CA)
BC
Issued 05/05/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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